KeyCorp Q2 2026: $0.44 EPS tops consensus, revenue $1.96 billion
KeyCorp delivered a beat: diluted EPS of $0.44 came in 3.1% above the $0.4269 consensus, on revenue of $1.96 billion, up 6.7% year over year. Read it as a margin story — net interest income up 9.4% as deposit costs fell — not a fee story, since noninterest income slipped 2.4% sequentially. One caution: the structured data feed shows revenue of $449 million, which conflicts with the release.
1 · Expected vs. Actual
Free preview belowDiluted EPS of $0.44 matched the prior quarter and rose 25.7% from $0.35 a year ago, beating the $0.4269 consensus by 3.1%. Income from continuing operations attributable to common shareholders was $472 million, up 22.0% year over year but down 2.9% sequentially. The $509 million headline net income figure is net income attributable to Key; after preferred dividends and $1 million of discontinued operations, the amount left for common shareholders was $472 million.
Reported total revenue was $1.96 billion, up 6.7% from $1.84 billion a year ago but only 0.6% above the first quarter's $1.953 billion. Net interest income did the heavy lifting at $1.26 billion, up 9.4% year over year, while noninterest income was $706 million, down 2.4% sequentially. Note the data conflict: the feed shows revenue of $449 million and segment revenue totalling $2.118 billion, versus $1.964 billion in the release — the release's Other segment, at negative $154 million, bridges that gap.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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